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研報掘金丨中信建投:海光信息業績持續高增,維持“買入”評級
中信建投證券研報指出,海光信息(688041.SH)上半年營收規模及利潤等經營指標實現較好增長。同時,由於公司業務增長較快,存貨和預付款高增長,反映公司下游需求飽滿,支撐未來經營業績持續成長。公司的CPU產品和DCU產品的性能和生態均在國內處於領先地位,商業化進展順利。信創與AI作為國內高端處理器產業的長期發展趨勢,未來市場空間廣闊。公司是國內稀缺的同時具備高端通用處理器和協處理器研發能力的企業,通過高強度的研發投入持續鞏固產品性能與生態優勢,下游需求旺盛。維持“買入”評級。
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